About The Retirement Dictionary

Blast off with the Retirement Dictionary

We help you make sense of all of the jargon.

The governing rules and regulations related to retirement plans are complex and challenging to both individual taxpayers as well as some financial professionals. A significant portion of the material available was too technical, and changed frequently.

It was hard to keep up

Many found it too complex to understand as well as to keep pace with the numerous changes. Further, errors, which often times resulted in the loss of tax-deferred status for retirement accounts- along with IRS assessed penalties, could frequently be attributed to the lack of comprehension of the rules and regulations. In an effort to ameliorate the situation, The Retirement Dictionary was started to provide the information in a form and manner that is easily understand by individuals at all levels of expertise , and to help educate everyone who ever wanted to understand how retirement plans work.

The information is made available to you free of cost.

Since it was launched in January of 2006, Retirement Dictionary has experienced continued growth in user-ship and has been mentioned in various news media including the Wall Street Journal and Market Watch.com.


Retirement Dictionary Staff

Retirement Dictionary Staff

Denise talks about default beneficiary

Appleby Retirement Consulting Inc.

Denise Appleby


Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at http://irapublications.com. Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.

Contact us if you have any questions.

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